Associate, Strategic Accounts - RIA Aggregators

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

The mission of PIMCO's U.S. Global Wealth Management (GWM) group is to deliver industry-leading experiences for financial intermediaries and their individual investor clients, while making a significant contribution to PIMCO's overall business success. U.S. GWM is responsible for business strategy and client coverage across a broad range of financial intermediaries, including RIAs, wirehouses, family offices, banks/brokerage firms, trust banks, platforms, and sub-advisory relationships.

We are seeking an Account Associate to join the Strategic Accounts Group within GWM. Our team is dedicated to servicing the largest intermediary clients, including national and regional broker-dealers and banks, global private banks, RIA aggregators, and platforms. We serve as strategic advisors, delivering highly customized investment solutions and services tailored to the unique needs of these key clients. Success in this role is measured not only by sales and asset growth but also by the strength and depth of client relationships, client satisfaction, and the strategic alignment of PIMCO's solutions with client objectives.

As an Account Associate, you will work closely with Account Managers (AMs) to develop and maintain a deep understanding of our clients and PIMCO's products and solutions. You will support AMs and collaborate with various internal stakeholders to drive business development and enhance client servicing efforts. Beyond client-facing responsibilities, many team members pursue professional development through programs such as the Chartered Financial Analyst (CFA) designation, Certified Investment Management Analyst (CIMA), Chartered Alternative Investment Analyst (CAIA), or other relevant financial certifications.

This unique and dynamic role requires strong partnerships across the firm, including but not limited to Product Strategy, Portfolio Management, Sales, Marketing, Legal & Compliance, and Operations teams, to deliver comprehensive and tailored solutions to our strategic clients.

New York, NY

The key responsibilities include, but are not limited to:

• Collaborate with Account Managers to enhance coverage of key RIA aggregator accounts by cultivating and managing strategic partnerships. Provide comprehensive support across the full range of PIMCO investment solutions, contributing to business development, client servicing, and strategic initiatives.
• Foster and maintain strong relationships within the RIA aggregator landscape by gaining a deep understanding of client needs, organizational structures, business priorities, and industry trends to deliver client-centric solutions and best-in-class coverage.
• Conduct research and leverage data analytics tools to analyze market trends, competitor offerings, , investment and market performance, to support client servicing and internal strategic decision-making.
• Assist in developing and executing strategic business plans, in collaboration with GWM stakeholders, as well as sales and product strategy colleagues, while supporting the strategic management of pipeline and product initiatives
• Maintain an in-depth understanding of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies, and clearly communicate the firm's current economic outlook and portfolio strategy to clients and prospects.
• Monitor the competitive landscape within the wealth management industry, develop strategies to position PIMCO for business growth, and provide timely assistance to Account Managers through competitive analysis, data reports, marketing collateral, and follow-up.
• Collaborate with the team to manage large-scale initiatives, including logistics and planning for conferences, events, and internal Strategic Accounts meetings, as well as creating and distributing internal communications.
• Actively participate in department meetings, lead and contribute to working groups, share innovative ideas, and leverage continuous mentoring and training opportunities to foster a cohesive and effective working environment across PIMCO functions.
• Assist in meaningful client interactions through phone, email, screen-sharing, in-person meetings, travel, and industry conferences to provide coverage and support of client and account managers.
• Adhere to the highest standards of compliance with industry regulations, client firm requirements, and PIMCO policies, including timely compliance with travel, expense reimbursement, and activity reporting requirements, while maintaining a strong passion for and staying updated on financial markets, the global economic environment, asset allocation, investment vehicles, and the broader financial services industry.

• Minimum of a bachelor's degree required, with 2-3 years of professional experience in a sales or client-facing role, preferably within financial services, and an understanding of the RIA sales process.
• Possession of FINRA Series 7 and 63 licenses (strongly preferred) or willingness to obtain them within three (3) months of employment.
• Exceptional client engagement skills and an entrepreneurial mindset, consistently building and deepening strong, lasting client relationships through a commitment to service and excellence.
• Strong foundation in finance and economics, with familiarity in fixed income instruments, economic underpinnings of the asset class, and basic investment concepts.
• Excellent verbal and written communication skills, with the ability to present ideas clearly to diverse audiences.
• Proficient in Microsoft Office Suite (Excel, PowerPoint), CRM systems, and able to quickly learn new software applications; strong analytical and problem-solving skills with a solutions-oriented and curious mindset.
• Demonstrated ability to conduct research, analyze complex data, identify trends, and draw meaningful insights; some proficiency in financial modeling is a plus.

If you identify with the following qualities, we encourage you to apply for this exciting opportunity at PIMCO. We offer a dynamic work environment where you can make a meaningful impact:

• Relationship-Builder: You excel at building relationships, paying attention to details, and have a passion for financial markets and client service.
• Collaborative: You foster positive relationships with clients, colleagues, and external stakeholders through a collaborative work style.
• Emotionally Intelligent: You possess high emotional intelligence, adaptability, and resilience.
• Organized & Efficient: Your exceptional organizational and project management skills enable you to manage multiple various initiatives simultaneously.
• Trustworthy: You demonstrate credibility and integrity, characterized by consistent behavior and high ethical standards.
• Curious & Driven: Your intellectual curiosity fuels your dedication to professional development and staying informed about emerging trends.
• Problem Solver: You approach complex issues with a critical and empathetic mindset, finding creative solutions.
• Self-Motivated: You are detail-oriented and consistently deliver on responsibilities with a focus on client needs, teamwork, and effective communication.
• Adaptable: You thrive in fast-paced environments, adjusting to shifting priorities and working effectively with ambiguity.
• Versatile: You navigate unstructured processes and manage multiple demanding responsibilities with ease.
• Aligned with PIMCO's Values: You embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other.

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.